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Read Susan on Money. Susan shares her latest thoughts on investing, the economy and common sense approach to current market conditions. This commentary on this website reflects the personal opinions, viewpoints and analyses of the employees of The Linkous Group, Ltd. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Information contained herein has been gathered from sources believed to be reliable, however The Linkous Group, Ltd. has not independently verified such data and makes no representations as to the accuracy of such.

To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account.
Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, 2017, to ensure that withholding amounts can be corrected within the same tax year. It’s recommended that you review your account … [Read more...]

Dear Valued Investor:
During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus?
As investors, it’s important that as we acknowledge the impact of these worldwide events, we remember to separate our personal sentiment … [Read more...]

To Be Responsible or Not - "Susan On Money"
Hi Everyone,
The common thread thus far in 2017, from my vantage point, is responsibility. Who has it and do we want it? Let's look at the social side.
Susan
Being Socially Responsible
Social responsibility is a notion that businesses could and should balance their profit making opportunities with those that … [Read more...]

Hi Everyone,
To say that 2017 has been interesting thus far is an understatement. I have a feeling it's going to continue to be so I'm sharing our final four expectations for the balance of the year.
Susan
Growth
We continue to expect a modest pickup in economic growth in 2017 to near 2.5%, based on gross domestic product (GDP), supported by improving business investment, steady consumer spending … [Read more...]

Hi Everyone,
The question of the month is simply "Will the market rally continue?" I've stated numerous times that soothsaying isn't useful. Understanding the nature of rules and implementing good ideas can be.
Susan
Rules and Things Like Gravity:
Greg Ip recently wrote a short article in The Wall Street Journal taking a look at a President's ability to alter economic conditions with simple … [Read more...]

Hi Everyone,
October has become my new January or, in other words, what I'm coming to recognize as the real beginning of each year when it comes to managing money. Here's a bit more on that thought.
Susan
October Issues:
Due to what is often heightened market volatility, many new ideas and opportunities emerge. We also learn what to let go of. The last few Octobers left me with a real sense of needing … [Read more...]

Hi Everyone,
Last Friday, June 24th is over. I want to let you know that it was destined to be volatile and actually wasn't entirely due to "Brexit".
Susan
Brexit, Russell & Media:
June 24th was destined to be one of the busiest trading days, as well as volatile, of the year. It was going to be with or without the EU referendum.
The United Kingdom's vote to leave the EU was a bit surprising and … [Read more...]

Hi Everyone,
May is always an interesting month in investment management. We will hear "sell in May and go away" more times than we should. There is no right answer for everyone but some sound reasoning behind not doing it for the sake of doing it.
Susan
Sell in May or Not:
Investments are purchased for a reason and should only be sold when that reason no longer … [Read more...]

Hi Everyone,
It was nice to see some better performance in February and I hope it doesn't get lost on you in midst of tax season and political news. Hopefully, this will help.
Susan
Tax Document Update:
Tax documents, including 1099 forms, are sent out by most all financial institutions in waves depending on account complexity and holdings. Your custodian will send their final wave out on March 15th.
Please … [Read more...]

Hi Everyone,
Dramatic start to the year; but it isn't "the year". Let's look at a few of points that I know work when you're feeling stressed:
Turn main stream media off or at least watch a variety.
Understand how your portfolio is being managed. Ask if you've forgotten.
Always ask yourself if you feel elated on the good days too. They tend to return.
Stay balanced, diversified and educated.
That's it for now,
Susan R. Linkous … [Read more...]

The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.